See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $350,446 | $175,202+100.0% | $149,673+134.1% | $139,434+151.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.13% | 166.71%-156.6pp | 134.42%-124.3pp | 372.94%-362.8pp |
| Employer contribution / active EE | $10,769 | $5,474+96.7% | $4,818+123.5% | $4,751+126.7% |
| Participant deferral / active EE | $10,563 | $6,519+62.0% | $5,680+86.0% | $6,710+57.4% |
| Admin fee / account holder | $67,477 | $16,150+317.8% | $13,210+410.8% | $11,403+491.8% |